Financial Difficulties (2023)
This course is designed for staff who come into contact with customers who may be at risk of experiencing financial difficulties. If you want to purchase the training for larger teams, please contact [email protected].
Welcome!
How to complete this training
Defining Financial Difficulties
Indicators of Financial Difficulties
Quick Quiz - Financial Difficulties - The Basics
Who experiences financial difficulties?
Scenario - Elinor's experience
Why it is beneficial to help
How to identify customers in financial difficulties
The Importance of Soft Skills
Active Listening
Questioning Skills
Test your questioning skills!
Forbearance
Arrears, default and recovery rules
FCA Rules - Summary
Engaging the customer
Maintaining Engagement